Gerald Arthur Smith

Employer firm

Barnes Pettey Financial Advisors, LLC CRD 142944

$1.31B regulatory AUM 95 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1996 → 07/2025
  Raymond James Financial Services, Inc.
  Clarksdale, MS
• 04/2006 → Present
  Barnes Pettey Financial Advisors, Llc
  Grenada, MS

Previous Registrations

• 2005-12-19 → 2007-02-14
  Barnes Pettey Financial Advisors
  Oxford, MS

Other Businesses

Licensed Independent Life Insurance Agent -Accident & Health or Sickness, Life, Variable Life and Variable Annuity - investment related: yes, less than 5 hours a week dedicated to this activity, minimal during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-16
• S63 Uniform Securities Agent State Law Examination
  1998-04-21

Designations

• Certified Financial Planner

Other Names

• Art Smith
• Gerald Arthur Smith